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Perry Mercer

Vice President and Senior Portfolio Manager

  • CFA®

Working together to help you achieve what truly matters to you

I am a Vice President and Senior Portfolio Manager with TD Wealth Private Investment Counsel. As well, I am responsible for managing the portfolios of TD Harbour Capital clients. I have been in the investment industry for over 35 years.

I work in partnership with Chris Mantzoutsos, CFA, Senior Portfolio Manager. Together our goal is to provide clients with comfort knowing that their wealth is being managed prudently and with their best interests in mind. Our team approach ensures continuity and seamless service. We strive to gain a full understanding of our clients' unique needs, circumstances and specific long-term goals. We will then develop and implement a cohesive and dynamic wealth management plan to achieve those goals throughout their lifetime.

I am a Chartered Financial Analyst and a member of the CFA Institute and the Toronto CFA Society. I am also a member of the Finance Committee and Chair of the Investment Committee of the Humber River Regional Hospital Foundation.

ADDITIONAL CONTACT

Branch Office: (416) 982-7650

Meet The Team

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Alternative investments: Beyond fixed income and equities

Alternative investments, once the domain of institutional investors, are fast becoming a viable asset class for high net worth investors.  Kim Parlee speaks with Ted Welter, CIO, Alternative Investments, TD Greystone Asset Management.

When one senior is ill but their spouse is healthy

Kim Parlee speaks with Nicole Ewing, VP, Tax and Estate Planning, TD Wealth, on what to do when a senior needs to sell the home for enhanced healthcare while their spouse remains healthy.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

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